VIM Server Appliance Upgrade via Snapshot and Replication

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Solution Overview

Problem

The challenge of upgrading Virtual Infrastructure Management (VIM) server appliances across multiple geographical regions in a software-defined data center (SDDC) is complex due to requirements of minimal downtime, maintaining version consistency, and ensuring recovery from upgrade failures within service-level agreements (SLAs).

Innovation Solution

A method involving creating a snapshot of configuration and database files, expanding and replicating them to a new VIM server appliance, performing a switchover, and reverting if upgrade steps fail, utilizing a cloud control plane and lifecycle manager to manage the upgrade process.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If VIM server appliance is upgraded across multiple geographical regions, then version consistency and service availability are improved, but the complexity of managing distributed upgrades and ensuring minimal downtime increases

Engineering Contradiction:
Improveservice availabilityVSAvoidupgrade management complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The upgrade process is segmented into discrete, manageable steps: snapshot creation, configuration expansion, logical volume replication, and switchover. Each step can be independently executed and monitored across multiple geographical regions, reducing the overall complexity of distributed upgrade management while ensuring service availability through systematic progression.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A snapshot of the current VIM server appliance state is created before any upgrade operations begin. This preliminary action preserves the pre-upgrade configuration and database files, enabling rollback if needed and providing a safe baseline for the upgrade process across distributed regions, thereby managing complexity while maintaining reliability.

Inventive Principle:
Principle #10Preliminary action

2Adaptability or versatility

If configuration and database files are expanded to be compatible with the new VIM server appliance, then version compatibility is improved, but the risk of upgrade failure and data corruption increases

Engineering Contradiction:
Improveversion compatibilityVSAvoidupgrade success rate
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

Logical volumes containing configuration and database files are replicated from the source VIM server appliance to the target appliance. This copying mechanism ensures that the expanded files are accurately transferred and can be verified for integrity, reducing the risk of data corruption while achieving version compatibility across the upgrade.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The snapshot created before file expansion serves as a cushion against potential upgrade failures. If the expansion process corrupts data or fails, the system can revert to the pre-expansion snapshot, thereby protecting against data loss and maintaining upgrade success rates while still enabling version compatibility through the expansion process.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

3Productivity

If switchover is performed from the first VIM server appliance to the second, then service continuity is improved, but the risk of service disruption and downtime increases

Engineering Contradiction:
Improveservice continuityVSAvoiddowntime
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The switchover process is designed to maintain continuous service operation by transitioning from the first VIM server appliance to the second in a controlled manner. Configuration and database files are pre-expanded and replicated, so the switchover itself becomes a simple pointer change rather than a data transfer operation, minimizing downtime while ensuring service continuity.

Inventive Principle:
Principle #20Continuity of useful action

Solution Approach 2:

The snapshot and replication mechanism act as an intermediary layer between the old and new VIM server appliances. This intermediary ensures that the target appliance has all necessary files ready before switchover, reducing the risk of service disruption and minimizing the time the system spends in a transitional state.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Ease of repair

If rollback is implemented upon upgrade failure, then recovery capability is improved, but the complexity of managing rollback procedures and snapshot restoration increases

Engineering Contradiction:
Improverecovery capabilityVSAvoidrollback procedure complexity
Core Design Contradiction:
Ease of repairVSDevice complexity

Solution Approach 1:

The system automatically detects upgrade failures and triggers rollback procedures without requiring manual intervention. The snapshot mechanism and file replication system work together to automatically restore the pre-upgrade state, improving recovery capability while reducing the operational complexity of managing rollback procedures through automation.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS12007859B2Lifecycle management of virtual infrastructure management server appliance
Publication Date: 2024.06.11 VMWARE INC
  • US12007859B2 patent drawing
  • US12007859B2 patent drawing
  • US12007859B2 patent drawing

AI summary

A method of upgrading a VIM server appliance includes: creating a snapshot of logical volumes mapped to physical volumes that store configuration and database files of virtual infrastructure management (VIM) services provided by a first VIM server appliance to be upgraded; after the snapshot is created, expanding the configuration and database files to be compatible with a second VIM server appliance; replicating the logical volumes which have been modified as a result of expanding the configuration and database files, in the second VIM server appliance; after replication, performing a switchover of VIM services that are provided, from the first VIM server appliance to the second VIM server appliance; and upon failure of any of the steps of expanding, replicating, and performing the switchover, aborting the upgrade, and reverting to a version of the configuration and database files that was preserved by creating the snapshot.